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Nom | Titre | Depuis | Jusqu’à |
---|---|---|---|
Jonathan W. Sage | Investment Officer, Portfolio Manager | 2016 | Maintenant |
Biographie | Jonathan W. Sage, CFA, is an investment officer and a portfolio manager at MFS Investment Management. He manages blended research equity strategies utilized by the firm's mutual funds and institutional accounts. He joined MFS in 2000 as a quantitative equity research analyst and was named a portfolio manager in 2005. Prior to joining MFS, Jonathan spent two years as a supervisor of portfolio administration for Santander Global Advisors, Inc. and three years as a senior mutual fund accountant for First Data Investor Services Group. | ||
James C. Fallon | Investment Officer, Portfolio Manager | 2016 | Maintenant |
Biographie | As a Quantitative Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions., . - Joined MFS in 1999; previous positions include Equity Quantitative Research Analyst; Equity Research Associate; - Previous experience includes 1 year as Mutual Fund Custody Accountant at Investors Bank & Trust; 1 year as Financial Analyst at Bardon Trimount;. - Affiliations include CFA Institute, CFA Society of Boston,. - Boston University, MBA - University of New Hampshire, BA | ||
John (Jed) E. Stocks | Investment Officer, Portfolio Manager, Quantitative Risk Management | 2016 | Maintenant |
Biographie | - Quantitative Portfolio Manager - Investment Officer - As a Quantitative Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions., . - Joined MFS in 1999; previous positions include Quantitative Research Analyst; Quantitative Research Associate; Teleservices Representative;. - John re-joined the firm in 2001. His original start date was February 1999. - Affiliations include CFA Institute, CFA Society of Boston,. - Lehigh University, BS | ||
Matthew W. Krummell | Investment Officer,Portfolio Manager | 2016 | Maintenant |
Biographie | - As a Quantitative Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions., . - Joined MFS in 2001. - Previous experience includes 3 years as Analyst at Pioneer Investments; 2 years as Assistant Vice President at Putnam Investments; 3 years as Associate at Mellon Capital Management;. - Affiliations include CFA Institute, CFA Society of Boston,. - University of Chicago, MBA - University of California, Berkeley, BA, Phi Beta Kappa | ||
Gabrielle G. Gourgey | CIO (Chief Investment Officer) | 2011 | 2016 |
Biographie | Gabrielle Gourgey is an investment officer of MFS Investment Management® (MFS®) and institutional equity portfolio manager for the firm's global equity portfolios. She is based in the firm's London office. Gabrielle joined MFS in 2006 from Merrill Lynch where she spent eight years as a sector specialist primarily covering the global technology sectors. Prior to that she was at CIBC Oppenheimer for two years where she worked in the Institutional Equity Sales Group covering U.S. markets. Gabrielle is a graduate of Bristol University where she earned a Bachelor of Arts degree. She then went on to attend the London Business School where she completed the Financial Analysis and Accounting course. | ||
Christopher Jennings | Portfolio Manager | 2011 | 2016 |
Biographie | Christopher joined MFS in 2004 as an Equity Research Analyst; named Portfolio Manager in 200. Previous experience includes: one-and-a-half years as an Equity Portfolio Manager for Morgan Stanley Investment Management; and three years as a Telecom Research Analyst, and two years as a Portfolio Manager for UBS Asset Management. Christopher graduated from Cambridge University with an MA in Economics and Business Management, a Post Graduate Certificate in Manufacturing Management in 1996 and is a qualified CFA. |
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